Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,464 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,354 | $112,750-30.5% | $103,431-24.2% | $74,400+5.3% |
| Participation rate | 81.3% | 80.9%+0.4pp | 80.5%+0.8pp | 67.2%+14.1pp |
| Annual return | 16.41% | 23.22%-6.8pp | 23.92%-7.5pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $6,333 | $4,880+29.8% | $4,678+35.4% | $2,624+141.3% |
| Participant deferral / active EE | $4,722 | $7,289-35.2% | $6,625-28.7% | $4,348+8.6% |
| Admin fee / account holder | $327 | $1,702-80.8% | $9,412-96.5% | $1,944-83.2% |